Keith Jackson
Life Insurance Expert
- Role
- Investment Services Account Manager 2 at U.S. Bank
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Keith Jackson
I specialize in helping business owners find solutions to employee benefit challenges…
Experience
Investment Services Account Manager 2
Feb 2023 — Present · Cincinnati, OH, US
Serve as the local day to day administrative and operational contact-Understand the business and needs of my clients-Monitor account activity and oversee daily transactions -Handle inquiries and issues -Coordinates reporting-Manage client projectsCoordinates the collaboration of various US Bank service teams i.e Securities settlement team, Income collection team, Proxy and corporate action team, Trade services team
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